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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,802 | $124,425-75.2% | $112,040-72.5% | $137,256-77.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.64% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,027 | $3,411-40.6% | $2,954-31.4% | $4,156-51.2% |
| Participant deferral / active EE | $5,901 | $5,718+3.2% | $5,098+15.8% | $6,407-7.9% |
| Admin fee / account holder | $6,044 | $15,207-60.3% | $12,098-50.0% | $12,270-50.7% |